Position in IEX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,960,050
+$1,795,958 QoQ
Shares Held
17,449
+52.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#216
of 677 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $631,413,526 across 47 Specialty Industrial Machinery names. IEX ranks #18 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
153,511 | $180,353,933 | |
| 2 | ETN |
Eaton Corp plc
|
314,815 | $134,148,967 | |
| 3 | PH |
Parker-Hannifin Corp
|
46,177 | $45,166,647 | |
| 4 | ITW |
Illinois Tool Works Inc
|
154,783 | $41,864,158 | |
| 5 | EMR |
Emerson Electric Co
|
253,353 | $36,267,481 | |
| 6 | CMI |
Cummins Inc
|
44,354 | $31,633,716 | |
| 7 | FLS |
Flowserve Corp
|
399,358 | $29,616,389 | |
| 8 | ROK |
Rockwell Automation, Inc
|
49,950 | $24,729,246 |
All Filings in IEX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,960,050 | 17,449 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,164,092 | 11,417 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,232,257 | 12,545 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,372,555 | 8,433 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,113,289 | 6,341 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $930,004 | 5,139 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,030,753 | 4,925 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,043,328 | 4,864 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $446,261 | 2,218 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $524,398 | 2,149 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $766,181 | 3,529 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $505,488 | 2,430 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $487,994 | 2,267 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $258,060 | 1,117 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $948,026 | 4,152 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,315,661 | 11,587 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||